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How To Tag Contacts Manually

Manual tagging is useful when cleaning data or updating individual records.

To tag a single contact:

  1. Go to Contacts

  2. Open the contact profile

  3. Locate the Tags area

  4. Add a new tag or select an existing one

  5. Save

To tag multiple contacts at once:

  1. Go to Contacts

  2. Select multiple contacts using the checkboxes

  3. Click the Add Tag option in the toolbar

  4. Choose or create a tag

  5. Apply

Bulk tagging is helpful when:

  • Importing contacts

  • Cleaning old lists

  • Assigning campaign groups

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